Back to today’s briefing

Story perspectives

Tesla Files “Megapod” Trademark, Shifts to Nvidia GPUs

6/24/2026

48 10 Full Breakdown

Summary

Story summary

Tesla filed a “Megapod” trademark on June 18 2026 (serial 99893717) for modular AI cabinets.
Tesla will stop parallel AI-chip projects and use Nvidia and AMD GPUs for its AI5/AI6 roadmap.
Tesla plans to buffer AI-training power spikes with Megapack batteries that charge on surplus grid power.
xAI bought roughly $1 billion of Megapacks from 2024 to April 2026, including $269 million in April 2026.

History

Historical Context

In April 2015 Tesla unveiled the Powerwall home-battery, following 2012 prototype Powerpacks and the 2013 Nevada Gigafactory announcement. The product moved to mass production of the 13.5 kWh Powerwall 2 in early 2017 and grew into the multi-gigawatt Megapack line, with Tesla Energy deploying 14.7 GWh of storage in 2023 (up 125% YoY). This legacy of grid-scale lithium-ion storage underpins ideas to pair battery buffers with AI compute workloads.

1 of 2

Story summary

Tesla filed a “Megapod” trademark on June 18 2026 (serial 99893717) for modular AI cabinets.
Tesla will stop parallel AI-chip projects and use Nvidia and AMD GPUs for its AI5/AI6 roadmap.
Tesla plans to buffer AI-training power spikes with Megapack batteries that charge on surplus grid power.
xAI bought roughly $1 billion of Megapacks from 2024 to April 2026, including $269 million in April 2026.

1 / 2